+257.2%
XOM vs AXTI
+614.9%
-357.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +4.1% | +5.1% | -1.0% | +4.0% |
| 30D | +4.6% | -17.5% | +22.0% | +4.7% |
| 3M | +14.0% | -26.7% | +40.6% | +14.0% |
| 6M | +11.0% | +36.8% | -25.8% | +9.3% |
| YTD | +40.7% | +296.1% | -255.4% | +34.9% |
| 1Y | +52.3% | +1,810.6% | -1,758.3% | +39.0% |
| 3Y | +60.5% | +2,587.6% | -2,527.1% | +39.2% |
| All | +257.2% | +614.9% | -357.7% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AXTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling